Request document approval

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For any document in the Principal Toolbox you can ask for approval by e.g. a member of the Project Board.

 

Request document approval

Step 1. Navigate to the document you want request approval for:
document section with buttons

 

Step 2. Select the row of the appropriate document and click Request Approval, a dialogue box appears:
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Dialogue request approval
 

Step 3. Use the radio buttons for either serial or parallel approval, set the due date, then select the approver(s) for the document. Use the check boxes to set notifications and click Start workflow. The approval request is now available on the Home Page of the approvers; the plan-item page shows the approval status.